Private Banking & Wealth Management Training Course

This course provides for an ideal opportunity for private bankers and advisors to gain the skills and understanding to formulate client-driven and innovative strategies.

Course Objectives

This course provides for an ideal opportunity for private bankers and advisors to gain the skills and understanding to formulate client-driven and innovative strategies.

It allows you to build an enhanced understanding of your client relationship skills and effectiveness in managing wealth of UHNWI.

Discussing and reviewing asset allocation, profiling and assessment tools and structuring portfolio’s and turn it into risk-adjustment excess return programs. Attention will be paid to building effective client relationships, developing roadmaps for clients and winning new mandates.

The full cycle will be considered starting from its biggest asset, i.e. the client and his views and expectations and rolling over into profiling and subsequent asset allocation programs. Agnostic of the asset class, we will review the process of product identification, estate planning facilities and the role of cross-border taxation and how to deal with specific non-recurring demands.

Course Methodology

This is a highly interactive training combining presentations, group debates and group works for case studies to enhance the learning curve of the topics discussed.

You are encouraged to bring to the table real life cases and issues you encounter in their work-related environment, thereby hopefully being able to draw upon experiences in the different regions the clients will be coming from to explore difference and trends.

Ultimate objective is to link the 3 critical aspects of a high performing private banker together being: (1) Customer knowledge, (2) Product knowledge, and (3) Relationship management skill & expertise.

View the detailed course content and the latest discount promotions:

Have a question? Email us at: support@ethanhathaway.com or call us at: (+852) 2376-3330

I have positive general impression all round from day one to the end.It (the course) exposed me to many unknown facts about best practice globally. Fullfilled and satisfied with all the modules.

I.C
Central Securities Clearing System

  • Agenda highlights
  • Who should attend
  • Reviews

DAY 1

  • Overview of the private banking industry
  • Profiling clients and needs analysis
  • Case Study: Diagnosing a number of client profiles
  • Risk-Return or stress-testing your clients
  • Case Study: How good do you really know your client?
  • Can behavioral finance help?

DAY 2

  • Asset allocation & portfolio construction for private banking clients
  • Case Studies: Number of portfolio construction exercises applying individual topics discussed
  • Estate Planning
  • Group discussion: Debate around the location choice, vehicle choice and client profile
  • Group discussion: Future of Singapore as a PB hub: the good, the bad and the ugly

DAY 3

  • Business development in private banking
  • Where are the next opportunities?
  • Case study: Wealth preservation in Asia across generations: still on shaky grounds
  • Globalization of the private banking industry
  • Customer relationship management for private bankers
  • Case study: In what kind of business do you want to be? And how does it affect your behaviors?
  • Consultative selling behaviors & techniques
  • Case study: Throughout this session, short role plays and/or factual situations will be discussed to illustrate (in)effective behavior relative to the items discussed
  • Product development for private banking
  • The way forward for private banking

View the detailed course content and the latest discount promotions:

Have a question? Email us at: support@ethanhathaway.com or call us at: (+852) 2376-3330


25 Seats Only

Only 25 seats available per session so you get more personal attention.

Reference Package

You also receive a Course Reference Kit to take away for future reference. (Value of $200.00)

Get Answers

All our trainings are built for interaction and for you to get the most out of the training for your job and situation.

​Ask questions specific to your situation. It's the closest you can get to getting personalised coaching.

Certificate of Completion

After completing the training, you receive an Ethan Hathaway gold-embossed certificate of completion to mark your achievement.


Available for In-House Training

There are currently no scheduled public sessions for this training, however, it is available as an in-house training.

Request an in-house training proposal below or learn more about In-House Training


Accredited By

BAC AccreditedEthan Hathaway is accredited by the British Accreditation Council for Independent Further and Higher Education as an International Centre.